Skip to main content- QBR StudioQBR Studio builds quarterly business reviews for your clients from your own numbers, with AI-written commentary that your team reviews before the client sees it.
- Editing a reviewThe review workspace is where you edit a QBR slide by slide, either by asking the assistant for changes or by arranging blocks yourself, with comments, a pre-approval check list, version history and uploaded files.
- Review, publish and share with the clientHow a quarterly business review is submitted, approved, published to the client with a private link, sent as a pre-read e-mail and tracked, and which notification e-mails QBR Studio sends along the way.
- Presenting and exporting a reviewHow to present a quarterly business review full screen in a client meeting, download it as a PDF or an editable PowerPoint, and restyle it with Claude.
- Recommendations and the decision logHow the recommendations in a quarterly business review are tracked: where they come from, how you record what the client decided, how you price the options, and how you raise a HaloPSA ticket or opportunity for work the client accepted.
- QBR templatesTemplates decide which slides and blocks every client business review contains; this page shows how to start one from a starter or a blank page, edit it, preview it with a real client's numbers and manage its versions.
- QBR schedulesA schedule drafts a client's business review before each meeting and sends it to the owner to check; this page shows how to set schedules up for one or many clients, run one now, and pause or delete it.
- QBR metric libraryThe metric library lists every number a client business review can show, with how each one is computed, and lets you try any metric live for a client and period.
- QBR settings: brand, workflow and HaloPSA itemsThe QBR settings control how every review looks, who approves it, how the client link and e-mails behave and what is created in HaloPSA from a recommendation; this page covers the Brand kit, Workflow and Halo items tabs.
- QBR settings: CSAT sources, metrics and AIThese QBR settings decide where satisfaction scores come from, how the numbers are counted, and how the AI writes commentary, looks things up and designs a PowerPoint copy of a review.